Are You Flirtin’ With Disaster?
Play • 17 min

By ignoring the simplest fixes in your financial plan, you could be setting yourself up for a potential disaster. Don't wait until it's too late to make these changes.


Phone Number: 480-513-1830


Show Notes: 

1:16 - Charles Shares His Picks For March Madness On The Men’s And Women’s Sides

3:04 - The Risk Of Having Out Of Date Legal Documents

5:06 - Not Correcting Beneficiary Designations

7:35 - Avoiding Tax Problems Of The Future

11:00 - Not Having A Plan For Long-Term Care Expenses

14:27 - Getting To Know You: What Is The Luckiest Thing That Has Ever Happened To You?

More episodes
Clear search
Close search
Google apps
Main menu